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829 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 304 increasing their positions, 315 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

10% more capital invested

Capital invested by funds: $33.5B → $36.7B (+$3.24B)

2% more funds holding

Funds holding: 812829 (+17)

1.36% more ownership

Funds ownership: 88.96%90.32% (+1.4%)

9% more call options, than puts

Call options by funds: $193M | Put options by funds: $178M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 315

Holders
829
Holders Change
+17
Holders Change %
+2.09%
% of All Funds
13.16%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
98
Increased
304
Reduced
315
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
801
Coston McIsaac & Partners
Maine
$3K
BCMLT
802
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.82K
ANBT
803
American National Bank & Trust
Texas
$2.56K
JGIA
804
Jackson Grant Investment Advisers
Connecticut
$2.56K
NFSG
805
Newbridge Financial Services Group
Florida
$2.56K
SOS
806
Silver Oak Securities
Tennessee
$2.05K -$319K -607 -99%
MHR
807
Matthew Hamilton Rosenberg
$2.05K
PVH
808
Psagot Value Holdings
Israel
$2K
AW
809
Avion Wealth
Texas
$2K +$1.05K +2 +100%
DF
810
DecisionPoint Financial
Arizona
$1.54K
MIM
811
Macroview Investment Management
Maryland
$1.54K +$1.58K +3 New
AWM
812
Avior Wealth Management
Nebraska
$1.54K
CPG
813
Cornerstone Planning Group
New Jersey
$1.54K
GI
814
Gradient Investments
Minnesota
$1.54K
HWP
815
Highline Wealth Partners
California
$1.54K
HWM
816
HighMark Wealth Management
Minnesota
$1.54K
BAM
817
Bellevue Asset Management
Washington
$1.54K +$1.58K +3 New
ECM
818
Everence Capital Management
Indiana
$1.51K
FGAM
819
Financial Gravity Asset Management
Texas
$1.16K -$245K -467 -100%
PI
820
PEAK6 Investments
Illinois
$1.05K +$1.05K +2 New
AIC
821
Archer Investment Corporation
Indiana
$1.03K
BSB
822
Bangor Savings Bank
Maine
$1.03K
GWM
823
Geneos Wealth Management
Colorado
$1.03K +$1.05K +2 New
TFA
824
Transamerica Financial Advisors
Florida
$1K
CAM
825
ClariVest Asset Management
California
$1K +$525 +1 New